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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Balcerowiak is a financial advisor with The Fiduciary Alliance, a firm based in Greenville, South Carolina. Christopher has been in the financial industry since December 1986 and holds a Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, Series 24, Series 31, Series 52TO, Series 53, and SIE license. Christopher is a Certified Financial Planner and is registered to provide advisory services in Michigan. Christopher has experience working with high-net-worth individuals, corporations, and other businesses, and is committed to providing personalized financial planning and investment management services to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
05/19/2023 - Present
THE Fiduciary Alliance (STERLING HEIGHTS MI)
MI
10/05/2009 - 06/06/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Sterling Heights MI)
MI
12/23/1986 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SHELBY TOWNSHIP MI)
IA
Issued 08/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/06/1992
Series 24 - General Securities Principal Examination
BC
Issued 02/18/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/29/1991
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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